Sam Carlson

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 480-334-3960

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • AVP - Wealth Financial Advisor, BancWest Investment Services, 2018-2021
  • Financial Advisor, Morgan Stanley, 2016-2018
  • Aftersales Consultant, St. Louis Motorcars, 2012-2016
  • Business Strategist, Wells Fargo Advisors, 2011-2012

Education

  • Maryville University of St. Louis
  • BS, Business Administration
  • History Minor

Modal can be closed by pressing Escape key.